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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-09-13 |
Branch Locations
40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
100 N Field Drive Suite 170, Lake Forest , IL 60045 • United States
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oak Brook | IL | 08/2015 | 01/2024 |
| Wells Fargo Advisors Financial Network, Llc | Lake Forest | IL | 01/2024 | 09/2024 |
| &Partners | Nashville | TN | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-15 |
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